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ROK US​

Rockwell Automation, Inc(ROK US)

$426.11+2.240.53%Ext:$435.75+9.642.26%(Market Closed · 00:00:02 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Rockwell Automation, Inc — Company Profile

Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers various hardware products such as drives, motion control systems, safety and sensing equipment, industrial components, and customized configurations. The Software & Control division provides essential control and visualization software and accompanying hardware, information management platforms, digital twin and simulation tools, and network and cybersecurity infrastructure. The Lifecycle Services segment completes its offering with expert consulting, professional implementation, and ongoing connected and maintenance support. Rockwell Automation distributes its comprehensive array of hardware, software, and services worldwide through a network of independent distributors, complemented by its direct sales force. Its extensive clientele spans diverse sectors, including discrete manufacturing (like automotive, semiconductors, and logistics), general industries (such as printing, marine, and aerospace), hybrid markets (encompassing food & beverage, life sciences, and eco-industrial applications like water management and renewable energy), and process industries (including oil & gas, mining, and chemicals).

Sector
Energy
Industry
Oil, Gas & Consumable Fuels
Exchange
UN
CEO
Blake D. Moret
Headquarters
Milwaukee, WI, US
IPO Date
Dec 31, 1981
Employees
26,000
Website
www.rockwellautomation.com

Key Metrics

Price
$454.35
Market Cap
$50.56B
Revenue (TTM)
$2.24B
Net Income (TTM)
$350.00M
EPS (TTM)
3.11
P/E (TTM)
46.47
P/B (TTM)
14.35
Dividend Yield
124.90%
ROE (TTM)
9.94%
ROA (TTM)
3.11%
Operating Margin
20.86%
Beta
1.04

Dividends

Last Dividend
$1.38
Last Yield
1.25%

Summary

Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers various hardware products such as drives, motion control systems, safety and sensing equipment, industrial components, and customized configurations. The Software & Control division provides essential control and visualization software and accompanying hardware, information management platforms, digital twin and simulation tools, and network and cybersecurity infrastructure. The Lifecycle Services segment completes its offering with expert consulting, professional implementation, and ongoing connected and maintenance support. Rockwell Automation distributes its comprehensive array of hardware, software, and services worldwide through a network of independent distributors, complemented by its direct sales force. Its extensive clientele spans diverse sectors, including discrete manufacturing (like automotive, semiconductors, and logistics), general industries (such as printing, marine, and aerospace), hybrid markets (encompassing food & beverage, life sciences, and eco-industrial applications like water management and renewable energy), and process industries (including oil & gas, mining, and chemicals).

Website
www.rockwellautomation.com
Location
Milwaukee, WI, US
Phone414 382 2000
Employees26,000
CEOBlake D. Moret
Sector
Energy
Industry
Oil, Gas & Consumable Fuels
IPO DateDec 31, 1981

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Latest Documents

SEC Filings(3.3K)

Expand
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 3Initial statement of beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers24 Sep
  • 144Watson Patricia A17 Sep
  • 4Statement of changes in beneficial ownership9 Sep
  • 144Woods Isaac8 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 144Bulho Matheus De A G Viera2 Sep

News

  • Rockwell Automation Expands FactoryTalk Conductor with NVIDIA Nemotron Support22 Oct
  • Rockwell Automation to Report Fourth Quarter and Full Year Fiscal 2026 Results and Introduce Fiscal 2027 Guidance22 Oct
  • Here's Why Rockwell Automation (ROK) is a Strong Growth Stock21 Oct
  • Rockwell Automation Recognized in 21 Gartner Hype Cycle Reports21 Oct
  • Rockwell Automation Introduces FactoryTalk Conductor, an AI-Native Orchestration Platform for Industrial Automation21 Oct
  • Braskem Strengthens Industrial Cybersecurity with SecureOT Platform by Rockwell Automation20 Oct
  • 4,058 Rockwell Automation, Inc. $ROK Shares Sold by Birch Hill Investment Advisors LLC18 Oct
  • Hitachi Energy and Rockwell Automation Unite Power and Automation to Help Industries Accelerate Electrification15 Oct
  • MKSI vs. ROK: Which Stock Is the Better Value Option?14 Oct
  • Rockwell Automation Advances Integrated Architecture Portfolio with CompactLogix 5390 Controller13 Oct
  • Here's Why Rockwell Automation (ROK) is a Strong Momentum Stock12 Oct
  • Rockwell Automation and Industry Leaders Launch the Digital CMC Consortium to Accelerate Digital Transformation in Pharmaceutical Development8 Oct
  • Rockwell Automation and Industry Leaders Launch the Digital CMC Consortium to Accelerate Digital Transformation in Pharmaceutical Development8 Oct
  • Rockwell Automation, Inc. (NYSE:ROK) Stock Has Consensus Target Price of $469.82 According to Brokerages7 Oct
  • Rockwell Automation Expands SecureOT Managed Services to Support Fortinet Firewalls and Existing Customer Infrastructure6 Oct
  • Rate Hikes Are Back. Here Are 3 Industrial Stocks Built to Win Anyway5 Oct
  • A Manufacturing Surprise Could Be a Big Win for These 2 Companies5 Oct
  • Here's Why Rockwell Automation (ROK) is a Strong Growth Stock5 Oct
  • Harpak-ULMA Launches Hygienic Robotic Loading Platform with Integrated Rockwell Automation Controls1 Oct
  • 90% of Life Sciences Manufacturers Say Digital Transformation Is Now Business-Critical, According to New Rockwell Automation Report1 Oct

Mentions in Filings

  • ##### Table of Contents automation equipment manufacturers: <strong>Rockwell Automation</strong>, Eaton Corporation, General Electric Company, Hoffman Engineering, Hubbell Inc., Thomas and Betts Corporation, ABB and Leviton Manufacturing Co. Inc. In addition, Mr. Zamarripa served as a strategic advisor to a special committee of the Company’s Board of Directors in connection with the business combination between Lawson Products, Inc., TestEquity and Gexpro Servic …
    Distribution Solutions Group, Inc.Rockwell Automation, Inc·PRER14A - Preliminary proxy statement (revision)·Q4 26·20 Oct
  • … athon Bank’s market area are United Medical Resources, Stryker, Aspirus, Advocate Aurora Health, Ascension-Wisconsin, ABB Campus, Linetec, Froedtert ThedaCare, Quad/Graphics, Inc., Kohl’s, Northwestern Mutual and <strong>Rockwell Automation</strong>. Competition We face competition within our market area both in making loans and attracting deposits. Our market area has a concentration of financial institutions that include large money center and regional ban …
    Marathon Bancorp, Inc. /MD/Rockwell Automation, Inc·ARS - Annual report to security holders·FY26·13 Oct
  • … and we may have to actively compete for their services. Our company is much smaller than our main foreign competitors, including Schneider-electric, Siemens, Honeywell International, Emerson Process Management and <strong>Rockwell Automation</strong>, and we compete in large part on the basis of the quality of services we are able to provide our clients. As a result, we are heavily dependent upon our ability to attract, retain and motivate skilled personnel to s …
    Recon Technology, LtdRockwell Automation, Inc·20-F - Annual report (foreign private issuer) FY 2026·FY26·30 Sep
  • ##### Table of Contents automation equipment manufacturers: <strong>Rockwell Automation</strong>, Eaton Corporation, General Electric Company, Hoffman Engineering, Hubbell Inc., Thomas and Betts Corporation, ABB and Leviton Manufacturing Co. Inc. In addition, Mr. Zamarripa served as a strategic advisor to a special committee of the Company’s Board of Directors in connection with the business combination between Lawson Products, Inc., TestEquity and Gexpro Servic …
    Distribution Solutions Group, Inc.Rockwell Automation, Inc·PREM14A - Preliminary proxy statement (merger)·Q3 26·1 Sep
  • #\*Power Solutions International, Inc. 1,067 76,461 Preformed Line Products Co. 718 180,175 Primoris Services Corp. 15,596 2,312,107 \*Proto Labs, Inc. 6,994 368,234 Quad/Graphics, Inc. 3,811 23,323 Quanta Services, Inc. 43,172 20,490,726 \*Radiant Logistics, Inc. 5,020 33,785 \*RBC Bearings, Inc. 8,482 4,238,201 \*RCM Technologies, Inc. 1,243 25,867 Regal Rexnord Corp. 17,885 2,888,427 Republic …
    Dimensional ETF TrustRockwell Automation, Inc·NPORT-EX - NT NPORT-P - Notification of late filing (portfolio holdings)·Q1 26·13 Aug
  • Although we view industrial robotics manufacturers, large system integrators and consulting companies such as Fanuc, KUKA, ABB, Yasakawa, Honeywell, Reply and <strong>Rockwell Automation</strong>, as potential target customers and/or channel partners for Palladyne IQ, we also recognize that these companies could also emerge as formidable competitors through their own internal development efforts or future technology partnerships with and acquisitions of our direc …
    Palladyne AI Corp.Rockwell Automation, Inc·10-Q - Quarterly report Q2·Q2 26·6 Aug

Key Stats

Trading

Px/Chg 1D$454.35 / +2.69%
Avg Volume869.49K
Beta1.04
Mkt Cap50.56B
FD Mkt Cap47.11B

Float

Shrs Out/Float111.27M / 111.03M
Short Float0.04%
Days to Cover3.68
Stock Repurchased$446.00M

Current Valuation

EV54.24B
EV/EBITDA32.76
EV/Sales6.16
P/B14.35
P/S5.74
FCF Yield0.54%
ROE9.94%
ROA3.11%
Current Ratio1.09

Dividend

Cash$1.38
Yield124.90%
Yield (TTM)124.90%

Estimates

P/E46.47
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgJan '23Jan '24Feb '25Feb '26Oct '26
PRICE-BASED RATIOS
Price / Earnings117.7134.5725.4232.12351.97144.45
Price / Sales11.064.153.893.7020.9722.58
Price / Book Value11.6211.829.908.7513.2914.35
Price / Free Cash Flow85.5947.2629.0547.88119.93183.84
ENTERPRISE VALUE METRICS
Enterprise Value42,871.436,204.337,713.834,388.551,808.054,242.3
Enterprise Value / Sales11.924.674.164.1622.3724.23
Enterprise Value / EBITDA88.7325.2218.9121.94280.0497.56
Enterprise Value / EBIT142.2830.2521.6327.51518.08113.95

Financials

Full Financials
Millions USD5Yr CAGR (%)Sep '21Sep '22Sep '23Sep '24Sep '25
INCOME STATEMENT
Revenue4.5%6,997.47,760.49,058.08,262.18,342.0
Gross Income8.5%2,897.73,102.03,717.03,678.54,016.0
EBITDA1.2%1,330.31,435.71,994.21,567.51,398.0
EBIT-1.8%1,152.41,196.81,743.81,250.11,073.0
Net Income-10.6%1,358.1932.21,387.4952.5869.0
EPS (Diluted)-9.8%11.587.9611.958.287.67
BALANCE SHEET
Cash & ST Inv-8.3%662.2511.91,071.8471.0468.0
Total Assets1.2%10,701.610,758.711,304.011,232.111,219.0
Total Liabilities-1.6%8,007.57,742.07,560.67,556.97,508.0
Total Shareholder Equity11.2%2,389.62,725.63,561.63,498.33,654.0
CASH FLOW
Net Operating Cash Flow5.2%1,261.0823.11,374.6863.81,544.0
Cap Ex11.5%-120.3-141.1-160.5-224.7-186.0
Free Cash Flow4.5%1,140.7682.01,214.1639.11,358.0

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)426.86
Basic Shares111.27
Market Cap47,498.4
Diluted Shares112.60
Fully Diluted Shares Outstanding112.60
Fully Diluted Market Cap48,064.4
+Consolidated Debt4,054.0
−In-the-Money Convertible Debt—
+Capital Leases365.0
+Operating Leases—
−Cash & Equivalents-423.0
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest54.0
+Pension Liabilities—
Enterprise Value51,183.4

Segment data

Revenue

by Products and services

  • Intelligent Devices Segment45%
  • Software And Control Segment29%
  • Lifecycle Services Segment26%

Revenue

by Geography

  • North America40%
  • United States37%
  • Emea11%
  • Asia Pacific8%
  • Latin America4%

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